Solution

Wealth Management and Financial Planning Solution

Money Concepts has access to non-proprietary
products and services throughout the wealth management and financial planning industry. Currently their product
portfolio includes more than 24,000 products from over 300 individual
companies from the following areas:

Wealth Management & Financial Planning

Estate Planning

Insurance – Life, Disability, Long Term Care

Mutual Funds, Stocks, Bonds

Discount Brokerage Services

1031 Exchange

Annuities

Hard Assets

Tech-Edge™ Technology Solution

Money Concepts Tech-Edge™ is a combination of proprietary and industry leading software. Each piece is tested to ensure the efficiencies of back-office tasks. Money Concepts invests millions of dollars in software technology to
provide a more efficient and effective value proposition. The firms'
technology solutions include but are not limited to the following:

The firm has built a national reputation within the banking
community by assisting financial institutions to become significantly
more profitable, gain lasting competitive advantages and enhance
customer relationships. Wide-ranging acceptance of Money Concepts' ideas
and business tools has resulted in dynamic growth with more than 700
offices globally.

Resources

2018 Due Diligence Workshops

Money Concepts' due diligence workshops enable bankers to see the inner workings of its ABA-endorsed Wealth Management and Financial Planning solution and discuss one-on-one how the program can serve bank customers. All travel expenses are paid by Money Concepts for these 1½-day events, which take place at the company's Florida headquarters. ​Workshops are scheduled for:

January 9 - 10

February 6 - 7

April 10 -11

May 8 - 9

June 5 - 6

August 7 - 8

October 9 - 10

Contact Barry Dayley at (561) 847-2112 to learn more and reserve your spot.

Contacts

​ABA Contacts

Money Concepts Contact

Due Diligence Report

Due diligence reports are currently available on select solutions and for bank members only.
Get Report.

Learn About Endorsed Solutions

In a rapidly changing landscape, banks turn to the proven expertise of ABA Endorsed Solutions for the most advanced technologies and products to grow their business, cut costs and transform the customer experience.